Kimberly A Mallas

Current Employers

Employment History

• 12/2016 → 09/2019
  Transamerica Financial Advisors, Inc
  South Jordan, UT
• 07/2016 → 12/2019
  World Financial Group, Inc.
  So. Jordan, UT
• 10/2013 → 02/2018
  Vision Mortgage
  Sandy, UT
• 08/1997 → 08/2026
  Kaufman Enterprise
  Boise, ID
• 02/2018 → 09/2018
  American Loans & Mortgage
  Sandy, UT
• 09/2018 → 02/2020
  1St Class Mortgage
  Draper, UT
• 12/2019 → 05/2020
  International Assets Advisory, Llc
  Sandy, UT
• 05/1999 → 08/2026
  Community Lending Group
  Riverton, UT
• 06/2020 → 01/2024
  Lone Peak Advisers
  Draper, UT
• 02/2024 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 02/2024 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2023-04-13 → 2024-01-19
  Lone Peak Advisers
  Draper, UT
• 2020-06-05 → 2022-12-31
  Lone Peak Advisers
  Draper, UT

Other Businesses

1) Stonefield Wealth Management. Investment related. Start date: 05/05/2023. Address: 8373 S Stonefield Rd, Sandy UT, 84094. Title: Owner. Duties: Owner of the DBA. Time spent during regular hours: 95%. 2) Earned Income on Rental Property. Not Investment related. Start date: 06/01/2023. Address: 2900 & 2845 Abbs, Boise ID, 83705. Title: Owner. Duties: My mom and Dad gave me 2 condos in Boise Idaho. My whole family (parents, plus 2 sisters were owners in Kaufman Enterprise) which was a bunch of investment properties my family owned. My dad decided to split up the properties and give them to me and my 2 other sisters and dissolved Kaufman Enterprise. My dad takes care of the properties for me (rents them out and fixes problems) because I don't live in Boise to handle it myself. Time spent during regular hours: 0%. 3) DERCK Investment Corp. Not investment related. Start date: 07/01/2024. Address: 1444 Knights Dr, Boise ID, 83712. Title: Board Member. Duties: It's a family owned company and my dad is adding the kids as Board Members, just in case something happens to him and/or my mom. Time spent during regular hours: 0%. 4) Fixed Insurance Sales. No investment related. Start date: 09/25/2024. Address: 8373 S Stonefield Rd, Sandy UT, 84094. Title: Agent. Duties: Fixed or Indexed Annuities for my clients. Time spent during regular hours: 5%. 5) Shelton Insurance Group. Start date: 06/01/2025. Address: 8373 S Stonefield Rd, Sandy UT, 84094. Title: Insurance Agent. Duties: Health & Life insurance. Time spent during regular hours: 15%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-11
• S63 Uniform Securities Agent State Law Examination
  2017-03-31

Other Names

• Kimberly Ann Kaufman